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Advisor Growth Journey Now Available Through Advocis |
Advocis is partnering with The Legacy Companies to bring you special access to their Advisor Growth Journey. The Advisor Growth Journey provides bite-sized, actionable insights that will enhance and evolve your practice. Gain access to all the resources you’ll need to continue growing as a financial advisor. |
What you will learn: |
The Advisor Growth Journey consists of 5 key areas, each supported by videos, workbooks, tools, and resources to ensure you have what you need to apply the learning to your business in real time, creating measurable results. |
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| Zero in on the things that matter most for generating growth. Define a niche market to serve and develop a revenue production plan for your business. |
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| Utilize an industry-leading sales approach to differentiate yourself from the very first interaction. |
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| Enhance your delivery by providing a service that defines you as your client’s most trusted advisor. |
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| Create clients for life and develop specific approaches to engaging the entire family across generations. |
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| Explore what comes next to plan for lasting growth, maintain a clear vision you stay connected to and be confident in how you will achieve it. |
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